Zacks Investment Research·1d ago
Can Guidewire Software Maintain Its Robust ARR Growth Momentum?GWRE exits fiscal 2026 with 19% ARR growth as cloud ARR jumps 35% and contracted backlog supports fiscal 2027 visibility.
Guidewire is successfully executing a strategic pivot to a subscription-based cloud model, evidenced by a 26.9% revenue growth rate in 2026Q3. However, the transition continues to pressure operating margins, which peaked at only 10.8% in 2026Q2, while persiste...
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Revenue growth has accelerated to 26.9% as of 2026Q3, though operating margins remain constrained within a narrow range, peaking at just 10.8% in 2026Q2.
Guidewire reported Q3 revenue of $372.54M and raised full-year 2026 guidance, indicating robust financial performance.
Wall Street is focused on cloud subscription metrics, with strong demand for cloud solutions contributing significantly to revenue growth.
The stock price increased by 4.51% in aftermarket trading following earnings, reflecting investor optimism.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 3, 2026 | $0.99+6.1% vs $0.93 | $411M+2.1% vs $403M |
Q3 2026 Jun 4, 2026 | $0.82+10.4% vs $0.74 | $373M+4.7% vs $356M |
Q2 2026 Mar 5, 2026 | $1.17+51.4% vs $0.77 | $359M+4.8% vs $343M |
Q4 2025 Dec 3, 2025 | $0.66+7.5% vs $0.61 | $333M+5.1% vs $317M |
GWRE exits fiscal 2026 with 19% ARR growth as cloud ARR jumps 35% and contracted backlog supports fiscal 2027 visibility.
On September 21, 2026, Guidewire Software Inc (GWRE) shares rose 3.5% to a current price of $149.38. Despite today's positive movement, GWRE has faced significa
Lititz Mutual will use Guidewire's embedded AI assistant to give agents and employees instant answers and guided recommendations within their daily workflows LITITZ, Pa. and SAN MATEO, Calif.
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Benchmark GWRE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Guidewire Software, Inc. (GWRE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $152.89 | $12.73B | 188.75 | 22.64% | 5.81% | 4.99% | — | |
| $43.45 | $2.43B | 33.68 | 5.4% | 11.4% | 12.91% | — | |
| $140.78 | $145.55B | 84.30 | 20.88% | 11.34% | 13.77% | — | |
| $270.75 | $43.98B | 49.77 | 16.34% | 29.34% | 14% | — | |
| $143.58 | $7.69B | 29.18 | 11.04% | 15.23% | 23.44% | — | |
| $19.23 | $2.11B | 384.60 | 10.01% | 5.4% | 3.32% | — |
Guidewire Software, Inc. (GWRE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Guidewire Software, Inc. (GWRE) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 3, 2026·SEC
Jun 4, 2026·SEC
Mar 5, 2026·SEC
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Guidewire Software, Inc. (GWRE) stock FAQ — growth, dividends, profitability & financials explained
Guidewire Software, Inc. (GWRE) reported $1.48B in revenue for fiscal year 2025. This represents a 1641% increase from $84.7M in 2009.
Guidewire Software, Inc. (GWRE) grew revenue by 22.6% over the past year. This is strong growth.
Yes, Guidewire Software, Inc. (GWRE) is profitable, generating $139.3M in net income for fiscal year 2025 (5.8% net margin).
Guidewire Software, Inc. (GWRE) has a return on equity (ROE) of 5.0%. This is below average, suggesting room for improvement.
Guidewire Software, Inc. (GWRE) generated $290.3M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
